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Considerations for a strategic IT incident management system

David Torgerson

Reading time: about 6 min

Topics:

  • Teamwork and collaboration
  • Ideation and planning

Key takeaways

  • Effective IT incident management is a strategic business function that dictates an organization’s viability and value. Unexpected downtime leads to more than just financial damage—it affects the trust of stakeholders and customers.

  • A functional IT environment requires a shift in mindset and culture. Leaders should focus on fixing system faults rather than assigning personal blame. They should emphasize transparency and consistency, address cognitive gaps, and shift from a reactive to a proactive approach.

  • Visuals can support your IT incident management system by simplifying complexities, enabling team members to act confidently and quickly in the event of an unexpected outage or issue.

If a business is a living, breathing entity, its IT infrastructure acts as the central nervous system. Every minute of unexpected system downtime can mean the potential for a catastrophic failure. In this way, effective IT incident management is not just a technical checkbox—it’s a strategic business function that dictates the organization’s viability and overall value. 

On the surface, the costs of this downtime are obvious: lost revenue and labor costs to remedy the issue. But the repercussions are not merely financial. If a technical issue isn’t handled well, your reputation could be damaged, affecting customer and stakeholder loyalty and trust. Internally, it can also lead to burnout and frustration among IT team members. An organization’s ability to calmly execute a plan and get back on its feet is the ultimate measure of its maturity and reliability. 

With this in mind, let’s explore some of the essential considerations for crafting an effective IT security incident management strategy.

Mindset, culture, and leadership

You can have the most sophisticated IT monitoring tools and frameworks, but they’ll fail if they’re deployed in a dysfunctional environment. At the foundation of effective incident management is the collective mindset and behavioral model set by leadership teams.

Fixing problems, not people

As a leader, your focus should always remain on fixing systemic faults and process gaps—not assigning personal blame. This is one of the most critical factors in driving organizational learning. When team members fear blame, they conceal information, which can lead to future failures and issues.

Committing to complete transparency in the incident response process is one of the most effective ways to foster a blameless culture. Errors are inevitable in any complex system. By offering full visibility, you illuminate the system’s inherent complexity, thereby supporting the understanding that the failure was systemic, not personal. This is foundational to true blamelessness.

However, while leaders must focus on fixing problems, not people, feedback remains vital. If a performance issue is rooted in a lack of training or fundamental competence, it must be addressed. I would recommend always doing this privately through coaching or performance management. The group setting should be reserved exclusively for fixing the system as a whole. This distinction is paramount to building enduring trust.

Establishing trust and consistency

Trust in leadership is built through predictable, ethical behavior. In a high-stakes environment like incident management, this primarily means two things:

  1. Consistent application of processes: Rules, reviews, and communication should always be applied the same way, every time, regardless of the severity of the incident or individuals involved.

  2. Consistent feedback: How all feedback (including corrective feedback) is delivered is crucial. This fosters the trust required for rapid, collaborative action during future crises.

It all starts with modeling calm during chaos. During a high-stakes incident, team members will rely on the emotional tone set by leaders. Panic is contagious and affects the ability of team members to think rationally and productively. Instead, leaders should adopt a calm, deliberate attitude that conveys stability and psychological safety to team members working hard to solve problems.

Addressing cognitive gaps

Addressing cognitive gaps is also vital to building a culture conducive to effective IT incident management. This is perhaps best explained by the Dunning-Kruger effect, which states that the less someone understands a system, the more they oversimplify it. Conversely, experts who understand the system intimately will likely assume that all collaborators share their same level of understanding. Acknowledging and actively closing these knowledge gaps is also vital to preventing blame and communication breakdowns. We’ll explore some ways to do this in the next sections.

From reactive to proactive

Smart organizations won’t sit and wait for failure—they’ll anticipate it. This requires a fundamental shift from merely reacting to problems after they occur to actively preventing them and building inherent system resilience. Failure isn’t an end-state; it’s a critical training opportunity. 

Metrics and continuous improvement

A successful incident management system must incorporate continuous learning and self-correction to ensure effective incident response. Merely counting incidents is insufficient. You need to know: Are you avoiding incidents because your system is really that good, because you’re unaware, or because you’re just lucky? 

The answer lies in monitoring many metrics that measure both the efficiency of your response and the stability of your systems. Here are some to consider: 

Mean time to detect: MTTD proves how aware you are of issues. This metric measures monitoring coverage and alerting effectiveness.

Mean time to resolve: MTTR is the core metric for response speed. This measures team efficiency, process clarity, and tool effectiveness. 

Mean time between failures: MTBF measures overall reliability and how proactive your team is.

Embrace the “chaos quest”

Many organizations engage in “chaos engineering,” where teams introduce random failures into their system to build confidence in the system’s resilience. Consider a more adventurous, fun approach instead. Designate a facilitator to lead the team through a structured activity, similar to a Dungeons & Dragons session. By role-playing extreme and imaginative scenarios, the team can explore vulnerabilities in a way that is more rigorous, memorable, and enjoyable. This tabletop-inspired method pushes boundaries further than automated tests, building true confidence in the team’s ability to navigate the unknown.

Leverage emerging trends

Integrating machine learning is vital to shifting from reactive to proactive incident response. These models establish a dynamic baseline of system health, allowing them to detect subtle anomalies that fixed thresholds would miss. By identifying these events, predictive alerting can then signal an impending failure minutes before user impact, allowing teams to mitigate proactively.

The power of visuals 

If you’re overseeing a team in an emergency, cognitive load will likely be at its maximum. Visuals are a powerful way to streamline decision-making processes, allowing you to take action despite feeling overwhelmed.

For example, a complex, multi-page document will likely be overlooked in a high-stress scenario where time is of the essence. Instead, diagram key decision points, communication escalation paths, and system-level diagrams. These are easier (and faster) to process so that teams can act quickly and effectively.

All incident response plans, processes, and diagrams should be easily accessible and regularly reviewed for relevance. Additionally, implementing post-mortems and periodic post-incident audits provides an opportunity to revise documentation based on new variables you encounter. This approach takes your planning from an idealized document to a practical guide that is easy to implement.

Alan Reeves-Fortney, former IT director, breaks down what this often looks like at Lucid.

Alan Reeves-Fortney, former IT director, breaks down what post mortems look like after an IT incident response at Lucid.

Set your organization up for success through an intentional IT incident management system. Effective incident management isn’t composed of one tool or document—it’s much more complex than that. Instead, it is an integrated system of continuous learning and cultural enforcement that needs not only to be maintained but also developed and iterated on as time passes and circumstances evolve. 

By building a blameless, radically transparent culture, committing to continuous process improvement, and embracing a proactive mindset, IT leaders can fundamentally change the narrative around failure. This transformation turns incident response into the ultimate demonstration of operational maturity and a profound competitive advantage in the digital landscape.

Learn what Lucid can do to help IT teams succeed.

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About the author

David joined Lucid in 2013 as the first DevOps professional and now oversees all IT and infrastructure activities, ensuring internal technology and security exceed Lucid’s high-growth needs. His more than 20 years of experience ranges across working with and leading infrastructure, security, network, ops, and DevOps teams at organizations such as Fidelity Information Services and FamilySearch.

About Lucid

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for business agility, cloud, and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. airfocus, an AI-powered product management and roadmapping platform, extends these capabilities by helping teams prioritize work, define product strategy, and align execution with business goals. The most used work acceleration platform by the Fortune 500, Lucid's solutions are trusted by more than 100 million users across enterprises worldwide, including Google, GE, and NBC Universal. Lucid partners with leaders such as Google, Atlassian, and Microsoft, and has received numerous awards for its products, growth, and workplace culture.

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